California Carbon Prices Wilt Under Legal Challenges
Insight Focus CCA prices have fallen by a quarter in 2025. This comes amid pressure as the Trump Administration seeks to close the state’s market. Efforts are also underway to…
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Daily Market Price Updates and Commentary 13th May 2025
Raw Sugar Update There were slight gains for nearby position through t...
California Carbon Prices Wilt Under Legal Challenges
Insight Focus CCA prices have fallen by a quarter in 2025. This comes ...
Grains Slip as Planting Advances Ahead of May WASDE
Insight Focus Grains fell again on strong planting progress and favour...
Sugar Statshot: Global Sugar Production Set to Recover
Insight Focus We retain our view that the 2025/26 season will bring a ...
Mango Market Faces Tariff Pressure as Buyers Turn to South America
Insight Focus India’s mango market has been volatile, driving buyers...
Daily Market Price Updates and Commentary 12th May 2025
Raw sugar update Jul’25 was on the front foot and started the we...
Urea Market Hit by Chinese Export Uncertainty
Insight Focus Urea prices fell globally last week as Chinese exports l...
China Buys Yellow While the World Sees Red: How NZ Milk Became a Risk Hedge
Insight Focus China dairy demand keeps NZ pricing firm despite strong ...
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Top Articles
What Trump’s New Tariffs Mean for Sugar
Mexican and Canadian sugar flows are unaffected for the time being. CAFTA trade is liable for 10% import duty. It’s unclear today if TRQ sugars will pay the new tariffs – we suspect they will.
Global themes
Grains Slip as Planting Advances Ahead of May WASDE
Insight Focus Grains fell again on strong planting progress and favour...
China, US Feel Pain Amid Tariff-Driven Decoupling
Insight Focus As the tariff situation drags on, nobody is winning. Bot...
Tariffs Trigger EUA Sell-Off as Emissions Drop 5%
Insight Focus EUAs have fallen to six-month low. US tariff announcemen...
Brazil to Increase Exports of Avocado and Beans
Insight Focus ApexBrasil is focused on expanding Brazilian exports glo...
New Tech Boosts Corn Byproduct Yields, Efficiency
Insight Focus New tech will help ethanol producers maximize byproduct ...
Trump Proposes Tariffs on Mexican Sugar Imports
Insight Focus President-elect Trump has proposed tariffs on Mexican go...
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Sugar Futures Positioning and CFTC Update 2nd November 2020
Specs have continued to buy in the raw sugar market, increasing their ...
Daily Market Price Update and Commentary 30th October 2020
Mar 21 – Sugar No.11 Yesterday’s weak performance prompt...
Brazil Sugar Line Up: Largest offtake is from UAE this week
This week, the main offtaker of Brazilian sugar was UAE with 210kmt no...
Daily Market Price Update and Commentary 29th October 2020
Mar 21 – Sugar No.11 The day began with nearby values finding so...
Can India Export Sugar Today? 29th October 2020
Raw sugar export parity remains well within in negative territory; 19c...
Chart of the Fortnight: Thai Raws Availability Plunges to 15-Year Low
We think Thailand will produce just 7.1m tonnes of sugar in 2021. This...
Daily Market Price Update and Commentary 28th October 2020
In a day dominated by bearish sentiment throughout the markets, the NY...
Aluminium: Consumer Beverage Trends
A Quick Recap In previous reports, we explained how aluminium is produ...
Freight: Cape Market Sees Huge Volatility, Container Index Stays Strong
Bulk Shipments The Baltic Dry Index (BDI) settled at 1401pts on 22nd O...
CS Brazil: Dry Weather and More Sugar
Dry weather allowed mills to keep the strong pace and concentrate suga...
Daily Market Price Update and Commentary 27th October 2020
Spec activity continues strong, however each time more restricted to t...
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